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8 results found

  1. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    141 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  2. Add items to the pricing table from the Catalog using the mobile app

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Cavin Joshua De Quiroz commented  · 

    To have the product catalog be available in the mobile app.

  3. [Search] more Template filters

    12 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Cavin Joshua De Quiroz commented  · 

    To get more specific document search filters including date brackets.

  4. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Cavin Joshua De Quiroz commented  · 

    Client wishes to have the option to incorporate signatures in the introductory email being sent out to recipients.

  5. Multiple Stripe accounts per workspace

    31 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Cavin Joshua De Quiroz commented  · 

    Clients who have multiple sales reps who have individual Stripe account can have the ability to link it to their documents/templates.

  6. Ability to turn off specific notification emails sent to recipients.

    130 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Cavin Joshua De Quiroz commented  · 

    Option to turn off email notifications being sent out to recipients once the document has been completed specifically for documents with multiple recipients.

  7. Payment Receipt from PandaDoc

    65 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Cavin Joshua De Quiroz commented  · 

    so again: Which invoice program takes the complete data from a completed document? Xero, quickbooks? if you can't get a proper invoice from the data of Pandadocs, then you can throw the software in the trash

  8. Schedule Sending documents

    275 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Cavin Joshua De Quiroz commented  · 

    Client is requesting to have an option to send a document on a future date.